Job Description

General Purpose: Under the direction of a Partner, the Senior Manager, Audit is focused on leading a service delivery team, managing associates and leading the delivery of compliance and compliance-related advisory services to more sophisticated clients in accordance with leading practices or client preference, and in accordance with company policies and procedures.

Responsibilities

Essential Responsibilities

Lead and manage more complex accounting engagements within budget (includes developing a budget for) and deadline expectations
Identify, respond to, and resolve client issues working directly with client, or in collaboration with other accountants
Manage expectations effectively through clear and continuous communication with the client and/or other accountants
Communicate advice and answer questions of other Wipfli associates relating to clients' accounting situations
Continued advancement in technical accounting capabilities as well as advancement in “soft skill” competencies
Proactively seek out new business opportunities by participating in various business development activities, and having a comprehensive understanding of services provided by the firm
Ensure high quality of delivery and satisfied clients
Provide training, direction, supervision and mentoring to other firm associates, as applicable

Additional Responsibilities

May serve as performance coach for 1-5 associates
Participate in and provide leadership for firm initiatives and projects
Perform and/or support client billing and collections
Actively participate in community/ firm activities to develop positive relationships with community leaders and members
Active leadership in community organizations
Assist in the development of internal procedures, forms, policies, etc.

Qualifications

Bachelor's Degree in Accounting
CPA certification required in the respective state in which they are practicing
Advanced Leadership Certification or other Advanced Degree Education preferred
Requires 8+ years of job related experience (with preferred experience in any of the following: construction & real estate, manufacturing, technology)
Requires prior audit experience
Management and/or mentoring experience with other staff members
Experience making recommendations to management
Prior public accounting experience desired
Ability to plan, prioritize, and organize work effectively
Ability to balance many projects simultaneously
Ability to work under pressure and time deadlines
Ability to work independently
Ability to analyze data and recommend solutions
Ability to manage associates and resolve conflicts
Ability to identify, address and resolve client concerns
Ability to maintain client confidentiality, personal objectivity and professional skepticism
Requires accurate and effective writing and verbal communication to convey information to firm associates and client personnel, including boiling technical matters and jargon into plain English
Proficient in Word, Excel, Adobe, and Outlook and some or all of the following software applications: Depreciation, tax preparation, tax research, tax projection, document management system and accounting packages such as QuickBooks, Peachtree, etc.